CEA Certification Course
This course equips participants with essential knowledge and skills for advising on Brazilian retail investments, covering product analysis, portfolio construction, suitability assessments, and client communication in compliance with regulatory standards.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The CEA Certification Course provides a targeted route to grasp Brazilian retail investment options, including Tesouro Direto, CDBs, funds, previdência, LCIs/LCAs, and shares. You will study taxation, liquidity, risks, and regulations, construct compliant portfolios following ANBIMA guidelines, and practise straightforward client discussions, suitability assessments, and oversight to offer reliable, properly recorded advice.
Elevify advantages
Develop skills
- Grasp Brazilian retail products: their attributes, risks, taxes, and liquidity in real scenarios.
- Construct ANBIMA-compliant portfolios: matching risks, objectives, and tax-saving yields.
- Assess funds and issuers swiftly: interpret CVM documents, charges, declines, and credit dangers.
- Generate robust suitability reports: with clear reasoning, revelations, and client documentation.
- Clarify investments for clients: using simple dialogues on risks, fluctuations, and actual gains.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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